… It’s not all bad news, though — as new models arrive and more data centers go online, the cost of serving existing models is bound to decrease, with SemiAnalysis predicting that serving Opus 4.8-level models at $20 a month could become profitable soon. …
… Anthropic, founded by former OpenAI employees including chief executive officer Dario Amodel, has changed tactics, focusing its chatbots and other features on enterprise users, such as its Claude Code feature. …
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… Custom silicon handles optimized inference at a massive scale, while Nvidia handles frontier model training. …
Filter Year Month Go 31 articles January 30 China moves into manufacturing disruptive new semiconductor glass substrates as processor packaging competition intensifies January 29 Ongoing trade war has TSMC and Taiwan stuck between a rock and a hard place — concerns mount surrounding U.S deals crack…